American Funds 2010 Target Date Retirement Income Fund® Class R-5E RHATX
Strategy
The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
FBATX | American Funds 2010 Target Date Retirement Income Fund® Class F-2 | No Load | Open | $48.90M | 0.360% | Below Average | $250 | $3.82M | |||
FAATX | American Funds 2010 Target Date Retirement Income Fund® Class F-1 | No Load | Open | $14.51M | 0.630% | High | $250 | −$493,709.23 | |||
DJTFX | American Funds 2010 Target Date Retirement Income Fund® Class F-3 | Institutional | Open | $10.17M | 0.280% | Below Average | $1M | −$328,986.73 | |||
AAATX | American Funds 2010 Target Date Retirement Income Fund® Class A | Front Load | Open | $510.77M | 0.590% | Low | $250 | −$46.62M | |||
CCATX | American Funds 2010 Target Date Retirement Income Fund® Class C | Level Load | Open | $12.38M | 1.350% | Low | $250 | −$2.48M | |||
REATX | American Funds 2010 Target Date Retirement Income Fund® Class R-5 | Retirement, Large | Open | $37.98M | 0.330% | Above Average | $250 | −$5.56M | |||
RFTTX | American Funds 2010 Target Date Retirement Income Fund® Class R-6 | Retirement, Large | Open | $2.43B | 0.280% | Below Average | $250 | −$321.76M | |||
RHATX | American Funds 2010 Target Date Retirement Income Fund® Class R-5E | Retirement, Large | Open | $69.09M | 0.420% | Above Average | $250 | −$19.05M | |||
RCATX | American Funds 2010 Target Date Retirement Income Fund® Class R-3 | Retirement, Medium | Open | $152.88M | 0.920% | Below Average | $250 | −$25.37M | |||
RDATX | American Funds 2010 Target Date Retirement Income Fund® Class R-4 | Retirement, Medium | Open | $155.86M | 0.630% | Low | $250 | −$30.95M | |||
RAATX | American Funds 2010 Target Date Retirement Income Fund® Class R-1 | Retirement, Small | Open | $1.62M | 1.370% | High | $250 | −$436,938.03 | |||
RBATX | American Funds 2010 Target Date Retirement Income Fund® Class R-2 | Retirement, Small | Open | $65.08M | 1.370% | High | $250 | −$13.63M | |||
RBEAX | American Funds 2010 Target Date Retirement Income Fund® Class R-2E | Retirement, Small | Open | $34.11M | 1.070% | Low | $250 | −$7.20M |
United States